See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,634 | $112,096-33.4% | $95,952-22.2% | $158,922-53.0% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 15.60% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $428 | $3,198-86.6% | $2,541-83.1% | $4,761-91.0% |
| Participant deferral / active EE | $2,704 | $4,784-43.5% | $4,167-35.1% | $5,982-54.8% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |